When an agent moves a deal to the Quote Sent stage in HubSpot, this workflow automatically generates a branded proposal in PandaDoc with the correct coverage details and sends it to the prospect for e-signature. You remove the back-and-forth of manually creating and sending documents.
Set up a HubSpot deal stage trigger in Make that fires when a deal moves to Quote Sent.
Pull the prospect details, coverage type, and quoted amount from the HubSpot deal record.
Use Make to create a new PandaDoc document from your quote template, populating coverage details and pricing automatically.
Send the PandaDoc proposal to the prospect for e-signature and update the HubSpot deal with a link to the document.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the time you spend building proposals and get every prospect a sign-ready document the same day they reach the quote stage.
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